See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,939 | $81,248-23.8% | $155,509-60.2% | $80,856-23.4% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 12.58% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,590 | $3,100+80.3% | $4,672+19.6% | $2,755+102.9% |
| Participant deferral / active EE | $5,060 | $3,452+46.6% | $5,626-10.1% | $4,296+17.8% |
| Admin fee / account holder | $3,736 | $7,997-53.3% | $15,912-76.5% | $6,918-46.0% |